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Friday 24 September 2021
Lite-on CEO expects chip shortage to ease in 2H22
The supply chain shortage has not seen any relief in 2021, particularly when it entered the third-quarter traditional electronic peak season. Market demand has increased, but overall production capacity has not.
Friday 24 September 2021
AMD, MediaTek reportedly in talks to form JV
Speculation has been circulating in the chipmaking market that AMD and MediaTek are in talks to form a joint venture that will be dedicated to developing SoC solutions combining Wi-Fi, 5G and high transmission technologies for notebook applications.
Thursday 23 September 2021
HP may see notebook shipments stay flat or drop slightly in 2022, say sources
Hewlett-Packard's (HP) notebook shipments for 2022 may be just on par with the 2021 levels or post a single-digit drop, according to industry sources.
Thursday 23 September 2021
Highlights of the day: Top vendors see notebook shipments drop in August
Chip shortages have undermined shipments to the notebook market. The top-5 notebook vendors saw their combined shipments drop 3% sequentially in August, according to the latest figures from DIGITIMES Research. Acer chairman Jason Chen has disclosed Chromebook demand has shifted from 11.6-inch models to 15-inch ones to meet needs from high school and college students. In the memory sector, DRAM contract prices will drop faster than previously expected in fourth-quarter 2021, as demand from PC OEMs decelerates.
Thursday 23 September 2021
Chromebook demand turns to 15-inch models
Chromebooks with 14- to 15-inch displays are currently having the worst shortages as orders from the education segment are shifting from the elementary to middle school levels - which are commonly using 11.6-inch models for their study-from-home needs - to high school and college levels, according to Acer chairman and CEO Jason Chen.
Thursday 23 September 2021
Top-5 notebook vendors see combined shipments slip in August, says Digitimes Research
The impact of chip shortages that are in varying degrees had a negative impact on the overall notebooks shipped by the world's top-5 notebook brands (excluding Apple) in August, which saw a 3% sequential drop, according to Digitimes Research.
Wednesday 22 September 2021
E-lead positive outlook for 2022 driven by autonomous vehicle systems
Head-up displays (HUD), advanced driver assistance systems (ADAS), and on-board computers are the three main axes of E-lead Electronic, according to company vice president Rofic Ko.
Wednesday 22 September 2021
India roundup: Government to subsidize EVs
India has finally released the long-awaited PLI for automotive, while a unicorn e-scooter maker has announced 100% female participation in its gigafactory.
Friday 17 September 2021
India PC shipments hit 5-year high at almost 4.1 million units
PC shipments in India hit a five-year high in the second quarter, rising 43% on year to 4.097 million units, partially because of the low base period in 2020, according to a PC market survey conducted by Canalys.
Thursday 16 September 2021
Suppliers kicking off shipments for new AirPods
Component suppliers and assemblers have already kicked off shipments for Apple's new-generation AirPods, but the overall deliveries are proceeding slowly, according to industry sources.
Thursday 16 September 2021
JioPhone Next launch delays to November
Developed by Google and Reliance Industries, JioPhone Next's launch has been postponed to November. Although there is a variety of factors behind the delay, the reality has proven more dire than Reliance has expected amid component shortages.
Thursday 16 September 2021
Changes by IPC companies trigger new wave of component shortages
External circumstances and changing industry demands have continued to impact various industry chains since the second half of 2020. For IPC companies, the consensus in 2021 is that they can only produce as many products as there are materials.
Thursday 16 September 2021
Notebook ODMs may log shipment decreases in 4Q21
Notebook ODMs will likely see their shipments register on-year decreases in the fourth quarter, due to a pretty high base during the same period in 2020, according to industry sources.
Wednesday 15 September 2021
Indian IT suppliers hope for more Chinese investment and workers
India's IT hardware suppliers are hoping that India let in more Chinese investment and workers to aid the local supply chain of IT hardware.
Tuesday 14 September 2021
Highlights of the day: US chip vendors shift orders from China foundries
The US-China trade tensions are driving US chip vendors away from Chinese foundry houses, which neveretheless still see strong demand from the domestic market. China's top foundry house SMIC is gearing up expansion of its mature process manufacturing capacity. US-based notebook vendors remain optimistic about demand from the enterprise segment in 2022, as they step up component purchses.
Tuesday 14 September 2021
Taiwan makes quantum computer development a priority
The substantial increase in the number of quantum bits, also called qubits, and structural dimensions of logic gates have made the fidelity and connectivity of qubits highly critical.
Tuesday 14 September 2021
US notebook vendors stepping up pace of chip orders
US notebook vendors have stepped up their pace of chip orders, demanding more available supplies for the fourth quarter and next year, according to industry sources.
Tuesday 14 September 2021
Taiwan science parks record over NT$1,712 billion in 1H21 revenue, says MOST
Government-developed Hsinchu Science Park (HSP), Southern Taiwan Science Park (STSP) and Central Taiwan Science Park (CTSP) generated combined revenues of NT$1,712.828 billion (US$61.28 billion) in first-half 2021, growing 25.20% on year, according to Ministry of Science and Technology (MOST).
Tuesday 14 September 2021
Server ODMs expect strong 2022
Server ODMs including Quanta Computer, Wiwynn, Mitac Computing Technology and Inventec are all optimistic about their shipments in 2022.
Monday 13 September 2021
ODMs are joining smart healthcare
COVID has propelled the application of AI in remote healthcare and demand for smart healthcare equipment is gradually picking up, according to a recent analysis by Deloitte.
Monday 13 September 2021
Chipmakers gearing up for QLC NAND chip output ramp-up
Major NAND flash chip suppliers are poised to ramp up their output for QLC (quad-level cell) NAND chips between the end of this year and 2022, eyeing robust demand for not only PCs but also datacenter applications, according to industry sources.
Monday 13 September 2021
ASC 100: Forth provides flexible solutions to clients
Forth Corporation, formerly known as Genius Communication System, was established in 1989 and headquartered in Bangkok, Thailand with an initial registered capital of THB1 million (US$30,300).
Monday 13 September 2021
Southeast Asia roundup: Samsung, Toyota continue to be affected by Delta
COVID remains in effect to forcibly diminish production of car parts and electronics. Realme remains the most popular smartphone brand in the Philippines. Indonesia is opening two new economic zones to accelerate development of tech and digital economy.
Friday 10 September 2021
Quanta, Compal post shipment drops in August
Quanta Computer shipped a total of 5.5 million notebooks in August, down 6.8% sequentially, while fellow company Compal Electronics saw its notebook shipments dip 4.1% on month to 4.7 million units.
Friday 10 September 2021
Lite-On Technology August revenues slightly down on month, up on year
EMS provider Lite-On Technology has reported consolidated revenues of NT$13.543 billion (US$485 million) for August, decreasing 1.21% on month but inching up 0.65% on year.